A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 14,808 shares of VNQ stock, worth $1.46 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,808
Previous 10,206 45.09%
Holding current value
$1.46 Million
Previous $905 Million 57.83%
% of portfolio
0.14%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$82.97 - $98.97 $381,827 - $455,459
4,602 Added 45.09%
14,808 $1.43 Billion
Q2 2024

Aug 08, 2024

BUY
$78.61 - $85.97 $802,293 - $877,409
10,206 New
10,206 $905 Million

Others Institutions Holding VNQ

About VANGUARD SPECIALIZED FUNDS VAN


  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.